AI Infrastructure’s Next Wave: 20 Stocks Chasing the “Next AMD” Opportunity
10 years ago, $Advanced Micro Devices(AMD)$ was trading at $2 and up 21500% now.
AMD was losing money, but their technology was powerful.
20 stocks with same set-up as AMD (price target 1 year from now):
1. $SUPER MICRO COMPUTER INC(SMCI)$
(~$35) Full-rack liquid-cooled AI GPU servers shipped direct to data centers at scale. PT: $70
2. $APPLIED DIGITAL CORP(APLD)$
(~$40) Building AI factory campuses for hyperscalers just signed a $7.5B lease. PT: $120
3. $Viavi Solutions(VIAV)$
(~$54) Tests and validates every optical AI data center link before it goes live. PT: $200
4. $SoundHound AI Inc(SOUN)$
(~$9) Conversational AI agents handling drive-thrus, healthcare, and enterprises at scale. PT: $30
5. $DigitalOcean Holdings, Inc.(DOCN)$
(~$161) Inference cloud for AI startups saving 15% vs AWS — 254% ARR growth. PT: $600
6. $FormFactor(FORM)$
(~$150) Advanced probe cards that test every AI chip before it ships from the fab. PT: $400
7. $Aehr Test(AEHR)$
(~$96) Burns-in and stress-tests silicon carbide and AI chips before deployment. PT: $225
8. $Acm Research Inc.(ACMR)$
(~$55) Wet cleaning tools that remove nanoscale contaminants from every AI wafer. PT: $160
9. $Power Integrations(POWI)$
(~$78) Power conversion chips cutting energy waste inside every AI server. PT: $210
10. $Wolfspeed Inc.(WOLF)$
(~$43) Silicon carbide wafers enabling more efficient power delivery for AI data centers. PT: $100
11. $Ambarella(AMBA)$
(~$75) Edge AI inference chips for surveillance, autonomous vehicles, and robotics. PT: $120
12. $Silicon Laboratories(SLAB)$
(~$220) Mixed-signal chips connecting the sensors and IoT devices in every AI edge system. PT: $600
13. $MKS Instruments(MKSI)$
(~$300) Gas and power delivery systems used inside every AI semiconductor fab. PT: $600
14. $OSI Systems Inc(OSIS)$
(~$240) AI-powered inspection systems securing airports, ports, and critical infrastructure. PT: $400
15. $Kopin(KOPN)$
(~$5) Microdisplay chips for AR/VR headsets running AI at the edge. PT: $12
16. $WM Technology, Inc.(MAPS)$
(~$1) Maps and spatial data powering AI navigation and autonomous vehicle systems. PT: $2
17. $IONQ Inc.(IONQ)$
(~$54) Quantum computing hardware that will run AI workloads beyond classical chip limits. PT: $200
18. $Aurora Innovation(AUR)$
(~$7) Autonomous trucking AI hitting commercial launch across U.S. freight lanes. PT: $22
19. $Serve Robotics Inc.(SERV)$
(~$10) Sidewalk delivery robots bringing AI physical autonomy to last-mile logistics. PT: $25
20. $BigBear.ai Holdings(BBAI)$
(~$4) AI decisioning software for defense and intelligence agencies at classified scale. PT: $12
My favorite 4 are AUR, APLD, IONQ, SERV. Especially if the world becomes more automated with robots and self-driving.
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